Collect Signatures & Permanently Store Documents
Unique Hosted Web Page Per Employee or Resource
Notification & Escalation Engine For Missing Documents
Tracking & Audit Reports
100% Salesforce Native
HR and managers love this App. This is how we make employee on-boarding easy:
Same Page: One hosted web page shows the new employee and your team The On-Boarding Plan so everyone is on the same page, in real-time. This brings clarity to the process and sets appropriate expectations by showing what they have to do and by when.
Task Journey: Setup your customized Paper-Work, Documents, and on-boarding process by putting your task list into the system and assigning either a department or an employee to them. No more cc’ing everyone on emails. Keep Permanent Records against the Contact Record for each employee or contractor.
Don’t Worry: We have an escalation engine so you don’t have to worry about one person missing something. Do not rely on any one person. For example if one person misses their task, the software automatically pings that person again and if the person doesn’t respond, then it pings their manager making sure all tasks are completed.
Documentation and Signatures Made Easy: Connect appropriate attachments, or links, that get sent out to the appropriate people as part of the Automated workflow to avoid manual mistakes, and keep the executed versions in a permanent location.
Audit Trail and Reporting: We collect an audit trail, which can include Approvals, as well.
Reduce Licensing Costs: It’s easy to share the onboarding plan with Non-Salesforce Users and give real time Status updates to the client without having to do anything.
Security Enterprise Security, 100% Salesforce Native